Assured Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-10,607
Closed -$304K 717
2015
Q4
$304K Buy
10,607
+1,526
+17% +$43.7K 0.01% 363
2015
Q3
$316K Buy
+9,081
New +$316K 0.01% 409